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Tag: financial advisor

90 results found
episode

Dollar Cost Averaging…The Discussion Continues

Updated: April 1, 2025

This week Brian and Bo dig into the dollar cost averaging discussion, and illustrate the pros and cons that DCA…

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episode

Broken Dreams: What’s Going on in Housing?

Updated: April 1, 2025

Have you been waiting to buy or sell a house? Are you tired of renting and have been waiting to…

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episode

How Do You Hold Your Assets?

Updated: April 1, 2025

Brian and Bo discuss the strategy behind asset location and give you a breakdown of their thoughts when designing investment…

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episode

Has Warren Buffett Lost His Golden Touch?

Updated: April 1, 2025

In this week’s show Brian and Bo analyze Warren Buffett’s annual Letter to Shareholders. It does not matter the market…

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episode

Active vs. Passive Investing: Which Works?

Updated: April 1, 2025

In this episode Brian and Bo dig into the active vs passive argument. It seems like there is a constant…

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episode

Benchmarking Financial Success

Updated: April 1, 2025

Happy New Year! We are starting the year out by giving you a ton of great advice. The theme of…

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episode

Finding Your Place in Life

Updated: April 1, 2025

Brian’s recent birthday is the inspiration for this week’s podcast. He reflects on the defining moments in his life so…

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episode

Code Red

Updated: April 1, 2025

This week Brian summarizes the 2011 and 2012 Letter to Shareholders from Berkshire Hathaway. He notes that consistency is key…

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episode

What Financial Pros Aren’t Telling You

Updated: April 1, 2025

This week we analyze the Truths Financial Pro’s Won’t Tell article from the October issue of Consumer Reports and share…

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episode

Money-Guy Mashup

Updated: April 1, 2025

Everyone is in for a treat this week as we explore the way music relates to your finances. Brian dug…

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